Business Succession

For many business owners, operating their business day-to-day can consume virtually all of their time. Retirement often seems like a distant speck on the horizon, let alone plans to hand over the business. However, establishing a sound business Succession Plan is beneficial and oftentimes necessary.

Proper business succession planning requires careful preparation. Business owners seeking a smooth and equitable transition of their interests should seek a competent, experienced advisor. At Croghan, our business succession experts work together to help you:

  • Advice on financial options for internal buyers or successors
  • Assemble a team of appropriate advisors
  • Prepare your business for the transition
  • Customize wealth strategies to maximize the benefits and minimize taxes 


Educational resources on business succession.


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